This solution makes it easy for users to profile prospects and customers, and use this information to produce the segmented marketing lists that are essential to effective, targeted marketing. The module integrates with widely used email marketing and automation platforms including Dotmailer and MailChimp.

Users can record every interaction with a customer or prospect from initial point of contact onwards, ensuring details of conversations and meetings are stored centrally alongside attached documents, and are visible to everyone who needs to see them.

The module enables users to schedule tasks, actions and activities and set up alerts and reminders via the system’s calendar. Efficient task management is key to providing a high standard of customer service.

The system enables users to create the detailed sales pipeline that are necessary for tracking the progress of all opportunities and monitoring staff performance levels.

By storing and managing all customer service information centrally, users can access all current and historical customer information in one place. This is key to improving responsiveness which in turn helps increase customer satisfaction levels.